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ConvergeHub vs Referral Maker CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for ConvergeHub low Failure Risk for Referral Maker CRM medium
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Comparison Summary

This comparison report of ConvergeHub vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 1828 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing ConvergeHub and Referral Maker CRM

ConvergeHub, Referral Maker CRM, Freshsales, Agile CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

ConvergeHub covers Engagement Management, Lead Management, Contact List Management with E-Mail, Campaign Management with E-Mail, etc.

Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

"When looking for a CRM we wanted to be able to find one that was A) customizable without the high costs of Salesforce and B) user friendly. ConvergeHub nailed both our needs. A user friendly, extremely customizable CRM that was tailored for our need...s. " - Karl Donovan

"I love, love, love the Buffini Referral Maker! The database is so easy to use and the Near Me function under Do Popbys makes fitting in Popbys so quick and easy. I love how the CRM tracks our activities and then puts them in graphs as well. What a f...abulous system and Real Estate CRM! " - Delinda Crampton Las Vegas, NV

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo ConvergeHub

Focus area

ConvergeHub is better than Referral Maker CRM for

Software Failure Risk

  • low

logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

About

All-in-One Customer Management Platform

Real estate CRM with lead generation tool offering realtor training and support

Age

2013

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

97

35

Total Goals
(we found evidences for)

15

3

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (69)

Read Reviews (8)

engaging and following up

Read Reviews (49)

Read Reviews (8)

lead management

Read Reviews (37)

Read Reviews (2)

contact list management

Read Reviews (29)

Read Reviews (7)

contacts history

Read Reviews (6)

Read Reviews (1)

tracking contacts

Read Reviews (3)

Read Reviews (0)

campaign management

Read Reviews (28)

Read Reviews (1)

campaign monitoring

Read Reviews (3)

Read Reviews (1)

generation of new leads

Read Reviews (28)

Read Reviews (34)

workflow management

Read Reviews (25)

Read Reviews (0)

communication management

Read Reviews (24)

Read Reviews (5)

sending & publishing communications

Read Reviews (21)

Read Reviews (4)

sales document management

Read Reviews (23)

Read Reviews (3)

proposal & quote management

Read Reviews (19)

Read Reviews (1)

contract management

Read Reviews (2)

Read Reviews (2)

helpdesk management

Read Reviews (17)

Read Reviews (3)

relationship management

Read Reviews (17)

Read Reviews (1)

customer feedback management

Read Reviews (16)

Read Reviews (1)

measuring customer satisfaction

Read Reviews (9)

Read Reviews (0)

measuring net promoter score

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (16)

Read Reviews (0)

social media analytics

Read Reviews (10)

Read Reviews (0)

engaging on social media

Read Reviews (3)

Read Reviews (0)

loyalty management

Read Reviews (14)

Read Reviews (0)

identify target customers

Read Reviews (6)

Read Reviews (0)

customise loyalty program

Read Reviews (4)

Read Reviews (0)

create engagement based loyalty

Read Reviews (2)

Read Reviews (0)

lifetime value management

Read Reviews (13)

Read Reviews (0)

conversion management

Read Reviews (13)

Read Reviews (1)

account management

Read Reviews (11)

Read Reviews (0)

pipeline management

Read Reviews (9)

Read Reviews (0)

training & onboarding

Read Reviews (8)

Read Reviews (2)

calendar management

Read Reviews (8)

Read Reviews (0)

lead qualification

Read Reviews (6)

Read Reviews (1)

lead qualification: technographic

Read Reviews (2)

Read Reviews (1)

sales call management

Read Reviews (6)

Read Reviews (0)

billing and invoice management

Read Reviews (5)

Read Reviews (0)

segmentation and targeting

Read Reviews (4)

Read Reviews (0)

rating and review management

Read Reviews (4)

Read Reviews (0)

personalized marketing

Read Reviews (3)

Read Reviews (0)

customer case management

Read Reviews (3)

Read Reviews (0)

knowledge management

Read Reviews (2)

Read Reviews (0)

business development

Read Reviews (2)

Read Reviews (0)

products & pricelist management

Read Reviews (2)

Read Reviews (1)

social media marketing

Read Reviews (2)

Read Reviews (0)

competitive intelligence

Read Reviews (2)

Read Reviews (1)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Increase customer life time value

  • Improve internal communications

  • Improve brand engagement

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • Establish thought leadership

  • Improve visibility

  • Build brand awareness

  • Improve efficiency

  • Improve stakeholder relations

  • See 12 more

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

Top Channels

Channels Used

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

low

{{{rsh_C_1}}}

medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting